Aug 153 min read
How Would Bond Prices Respond to a Fed Rate Cut?
As the anticipation builds for a possible rate cut by the Federal Open Market Committee (FOMC) later this year, bondholders are naturally...
Jul 223 min read
Why Stock Investors Shouldn’t Worry About Election Results
If you are viewing the upcoming presidential election with trepidation, you are in the majority among investors. Betterment reports that...
Apr 283 min read
Hold Steady: Why Fixed Income Should Remain a Key Player in Your Portfolio
In today’s market, it might be tempting for investors to pivot away from fixed income assets in favor of equities. This is equivalent to...
Feb 62 min read
NYCB's 45% Plunge: A Stark Reminder of Lingering Regional Bank Challenges
The recent 45% drop in New York Community Bancorp’s (NYCB) stock is a visible signal that problems within regional banks are still...
Nov 15, 20233 min read
Year-End Tax Optimization for Investors: A Guide to Smarter Savings
As we approach the end of the year, it is a crucial time for investors to take a close look at their portfolios and make smart decisions...
Oct 23, 20232 min read
The Israel-Hamas War: Short-Term Fluctuations vs. Long-Term Investment Strategy
The escalating confrontations between Hamas and Israel are causing understandable concern worldwide. A recent PBS/NPR survey revealed...
Aug 23, 20231 min read
Why Now Is the Time to Stand By Bonds
In the ever-fluctuating world of finance, there's always an investment vehicle that stands out. Despite the recent wavering of...
Jul 23, 20234 min read
6 Reasons Why the All-Clear Signal Might Be Premature for Regional Banks
Judging by the recent absence of scary headlines, one might conclude that the banking crisis touched off by Silicon Valley Bank’s March...
Feb 15, 20234 min read
Understanding the US Debt Ceiling
NEWS ALERT - U.S. Could Default as Soon as July if Debt-Ceiling Standoff Isn’t Resolved (The Wall Street Journal, February 15, 2023) What...
Dec 8, 20223 min read
Why Energy Stocks Decoupled from Crude Oil Price
Energy stocks (represented by the S&P 500’s Energy subindex) rose in the six months ending November 20, 2022, despite a massive drop in...